Meta Chief Technology Officer Andrew Bosworth took to his Instagram to explain, in more technical detail, why multiple demos of Meta’s new smart glasses technology failed at Meta Connect, the company’s developer conference, this week.Meta on Wednesday introduced three new pairs of smart glasses, including an upgraded version of its existing Ray-Ban Meta, a new Meta Ray-Ban Display that comes with a wristband controller, and the sports-focused Oakley Meta Vanguard. However, at different points during the ev ...

SDICSI 2025 年 09 月 19 日 Meta Platforms (META.US) 发布首款全彩显示屏智能眼镜，软件生态持续丰富 Meta Connect 2025 发布 3 款全新智能眼镜，同时 Horizon Worlds 更新引擎、AI 创 作工具和内容平台。我们上调 Meta 2025 年利润 5%，上调目标价，维持买入评级。 报告摘要 2025 Meta Connect 大会发布 3 款新智能眼镜（图表 1），均搭载高通骁龙 AR1 Gen 1 与 Meta AI，软件生态统一。全线智能眼镜新增功能包括：1）专注对话（Conversation Focus），实现环境降噪和语音增强；2）Live AI：AI 实时交互，在用户说话或观察环 境时即时响应，支持连续对话、上下文记忆、实时翻译和基于视觉的问答。3 款智 能眼镜的核心看点如下： 与 Essilor Luxottica 合作稳定且双赢：Meta 与 Essilor Luxottica 2019 年开始合作， 2021 年发布 Ray-Ban Stories，2023 年 9 月推出 Ray-Ban Meta（截至 2Q25 累计销量 ...

此外，艾为线性霍尔芯片以其高精度测量和超低功耗特性（睡眠模式<1μA），为Meta设备提供高稳定 性的磁感测解决方案，卓越的温度稳定性确保在-40℃至+125℃宽温度范围内保持线性性能。 随着三星、苹果等企业计划于2026年推出同类产品，AI眼镜正加速走向大众消费市场。据预测，到 2030年，全球AI/AR眼镜总出货量有望突破7000万台，形成一个千亿元级别的硬件市场。AR眼镜因搭 载光学显示与复杂传感模块，其物料成本可达AI眼镜的三倍以上，这也推动产业价值迅速从整机组装 向上游核心元器件转移。 在结构检测领域，艾为霍尔开关系列产品解决了充电盒强磁铁开合检测的难题。采用0.8mm×0.8mm超 小封装，在空间极度受限的穿戴设备中实现高可靠性磁感应，配合多种灵敏度选择，成为穿戴类设备应 用的首选方案。 电源管理方面，艾为LCD偏压驱动芯片为Quest系列TFT-LCD面板提供高效电源解决方案。单电感架构 节省布板空间，集成升压DC-DC转换器产生双路可编程输出，在Iout>40mA时效率超过85%，确保高速 动态画面下的显示稳定性。 在交互反馈环节，艾为触觉反馈芯片以1.403mm×1.183mm超小封装实现无 ...

Meta首款AI眼镜亮相， 799美元革新视觉交互。 文｜梦雅Myra 莫崇宇 马扶摇 来源｜爱范儿（id:ifanr） 封面来源｜IC Photo 2025年最新潮的科技产品，自然是各种能拍照、能录像还能AI的智能眼镜。 毫无疑问，今年最受瞩目的新品将是Meta首款带显示屏的智能眼镜。 跟最早期的爆料一致，Meta推出了一款右眼带有小型HUD（抬头显示屏）的智能眼镜：Meta Ray-Ban Display。 作为（重新带火）智能眼镜这一品类的先驱，Meta（前FaceBook）以两年百万副Meta Ray-Ban的销量向 我们证明了一件事：把摄像头戴在脸上，还真就在慢慢变成人们记录生活的刚需。 就在刚刚过去的Meta Connect2025发布会上，Meta一口气为我们带来了三款新品。其中不仅有Meta Ray- Ban智能眼镜的第三代改款，还有一个传闻已久的新玩意—— 带有彩色光波导显示功能的Hyper Nova产品版：Meta Ray-Ban Display。 划重点： Meta Ray-Ban Display：Meta首款带显示屏的智能眼镜。通过彩色光波导 HUD和Neural Band腕 带，把脸 ...

爱范儿 . 关注明日产品的数字潮牌 以下文章来源于爱范儿 ，作者发现明日产品的 Meta首款AI眼镜亮相， 799美元革新视觉交互。 文 ｜ 梦雅Myra 莫崇宇 马扶摇 来源｜ 爱范儿（id:ifanr） 封面来源 ｜ IC Photo 2025年最新潮的科技产品，自然是各种能拍照、能录像还能AI的智能眼镜。 作为（重新带火）智能眼镜这一品类的先驱，Meta（前FaceBook）以两年百万副Meta Ray-Ban的销量向我们证明了一件事：把摄像头戴在脸上，还真就 在慢慢变成人们记录生活的刚需。 就在刚刚过去的Meta Connect2025发布会上，Meta一口气为我们带来了三款新品。其中不仅有Meta Ray-Ban智能眼镜的第三代改款，还有一个传闻已久的 新玩意—— 带有彩色光波导显示功能的Hyper Nova产品版：Meta Ray-Ban Display。 划重点： Meta首款带屏智能眼镜发布！ 799美元体验「脸上AI」 毫无疑问，今年最受瞩目的新品将是Meta首款带显示屏的智能眼镜。 跟最早期的爆料一致，Meta推出了一款右眼带有小型HUD（抬头显示屏）的智能眼镜：Meta Ray-Ban ...

2013年的一天，在Reddit的一次活动上，一位网友向时任休斯敦火箭队总经理Daryl Morey提出一个问题： "你认为Google Glass能被整合到NBA直播中，例如让裁判佩戴Google Glass，让观众看到他们在赛场上关注到的画面吗？" 这是Google Glass刚刚发布一年后，甚至还未来得及正式发货（正式发货延期到2014年5月），但整个科技圈却因为这款产品躁动了起来。 Morey当时并没有正面回答这一问题，而是先肯定了这位网友的想法，"这是个很棒的主意"，然后他还建议这位网友"可以去问问Silver"。 Adam Silver时任NBA副总裁，在NBA传奇总裁David Stern于2014年2月结束长达30年的任期后，正是由Silver接任。 很显然，毕业于MIT的Morey很看好Google Glass，Google Glass也确实有它的独创性，它让当时很多人看到了不一样的移动计算产品，倘若AR眼镜技术在 2013年就已经成熟，或将会与智能手机同代争辉。 只不过，历史没有如果。 Google Glass最终没能成就AR眼镜，而当经历了十年跌宕起伏、这一产业再次重回全球科技舞台中央时 ...

September 18, 2025 05:35 AM GMT Meta Platforms Inc | North America Next Gen of Personal Computing on Display META Connect offered a look into the potential next gen computing platform with increasing agentic features. While we see wearables as a long term call option, META's leading proprietary hardware, AI native integration and unique data sets are key differentiators to capture this outsized opportunity META announced 3 new wearables products at META Connect, further re-enforcing its early wearables lead ...

Core Viewpoint - Meta is defining the AI glasses sector with the launch of the Meta Ray-Ban Display, marking a significant milestone in the industry as it transitions from concept to a market-ready product [5][6][7]. Group 1: Meta Ray-Ban Display - The Meta Ray-Ban Display is a mass-produced version of the previously showcased Orion, featuring a right-eye full-color display with a resolution of 600x600 pixels and a 20-degree field of view [13][18]. - The display has a refresh rate of 90Hz and peak brightness of around 5000 nits, with automatic UV detection and brightness adjustment capabilities [13][18]. - The device retains the Qualcomm Snapdragon AR1 Gen 1 chip, maintaining the same processing power as previous models [13]. - A new gesture control wristband allows advanced hand gesture operations, enabling users to navigate music and adjust volume through muscle signal detection [15]. - The glasses support real-time video calls and messaging through platforms like WhatsApp, Messenger, and Instagram, along with a real-time transcription and translation feature [15][16]. - The Meta Ray-Ban Display is priced at $799 and will be available for purchase starting September 30 [18]. Group 2: Ray-Ban Meta Generation 3 - The third generation of Ray-Ban Meta glasses features a battery life that is double that of its predecessor and supports a 1200 million-pixel camera capable of capturing photos at a resolution of 3024x4032 pixels [22]. - Video recording capabilities have been upgraded to support 1200p at 60 frames per second, 1440p at 30 frames per second, and 3K at 30 frames per second, with a maximum recording duration of three minutes [22]. - The starting price for the third generation is $379, and it is now officially available [23]. Group 3: Oakley Meta Vanguard - The Oakley Meta Vanguard is a high-end sports AI glasses product, featuring a central camera layout and designed for activities like cycling, running, and skiing [25][27]. - The camera supports 3K video recording with a 122-degree field of view, and the glasses are equipped with slow-motion and time-lapse photography features [27]. - The product integrates with Garmin and Strava for enhanced sports data tracking, allowing for automatic photo capture and video editing based on speed [27]. - The starting price for the Oakley Meta Vanguard is $499, with pre-orders beginning on September 18 and official sales starting on October 21 [31]. Group 4: Quest Updates - Although no new Quest products were announced, Meta highlighted its importance in the VR content space, featuring a presentation by renowned director James Cameron [34]. - Cameron discussed the experience of watching the 3D version of "Avatar" on the Quest platform, emphasizing its superior brightness and field of view compared to traditional cinema [35]. Group 5: Conclusion - The launch of the Meta Ray-Ban Display completes the full range of Meta's AI/AR glasses offerings, marking a significant moment in the company's product development journey [37]. - Meta's overarching goal remains to create exceptional eyewear that enhances personal intelligence and information accessibility in real-world settings [39].

Core Viewpoint - Meta Platforms has introduced two new smart glasses, the $499 Oakley Meta Vanguard and the $799 Ray-Ban Display, which features built-in AR capabilities, receiving positive feedback from analysts [1][3]. Product Launch - The new smart glasses were unveiled at the Connect 2025 event, with the Ray-Ban Display being highlighted as offering significant value for its price [1][3]. - The Ray-Ban Display glasses are noted for their functionality, lightweight design, and intuitive use, which could position them as a primary device in the AI era [3]. Analyst Ratings and Price Targets - BofA Securities analyst Justin Post maintains a Buy rating with a price target of $900, citing strong potential for revenue growth driven by AI and advertising [2][4]. - JPMorgan analyst Doug Anmuth has an Overweight rating with a price target of $875, emphasizing Meta's strong ad performance and investment in future growth [5][7]. Financial Outlook - Anmuth projects Reality Labs losses of approximately $19 billion in 2025 and $21 billion in 2026, alongside a capital expenditure of around $71 billion in 2025 [5]. - Despite the anticipated losses, both analysts expect solid revenue and earnings per share growth in the coming years, supported by Meta's strategic focus on AI and the metaverse [6][7]. Market Performance - Meta Platforms shares are currently trading higher, reflecting positive market sentiment following the product announcements and analyst ratings [7].

Core Insights - Meta Platforms recently launched two new smart glasses at its Connect 2025 event, priced at $499 and $799, with the latter receiving positive feedback from investors [1][3] - Analysts have reiterated positive ratings on Meta's stock, with price targets set at $900 by BofA Securities and $875 by JPMorgan [2][5] Product Launch - The new smart glasses include the Oakley Meta Vanguard aimed at athletes and the Ray-Ban Display featuring built-in AR capabilities [1] - The Ray-Ban Display was highlighted as offering good value for money, with a focus on functionality and user experience [3] Analyst Perspectives - BofA Securities analyst Justin Post maintains a Buy rating, citing the potential of AR glasses as primary devices in the AI era, despite concerns over price and battery life [4] - JPMorgan analyst Doug Anmuth also holds an Overweight rating, emphasizing Meta's strong ad performance and its competitive advantages in the market [5][6] Financial Outlook - Anmuth projects significant losses for Reality Labs, estimating $19 billion in 2025 and $21 billion in 2026, alongside a capital expenditure of approximately $71 billion in 2025 [5] - Both analysts expect continued revenue growth driven by AI advertising and other core business segments, with a positive outlook for holiday sales of the new glasses [4][7]